Avantax Advisory Services’s Vanguard Long-Term Treasury ETF VGLT Stock Holding History

Avantax Advisory Services’s Portfolio VGLT Stock Details VGLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.66M	Sell	47,321 -10,558	-18%	-$585K	0.01%	671
2025 Q1	$3.33M	Buy	57,879 +3,810	+7%	+$215K	0.02%	546
2024 Q4	$2.99M	Buy	54,069 +8,503	+19%	+$493K	0.02%	558
2024 Q3	$2.8M	Buy	45,566 +16,422	+56%	+$992K	0.02%	560
2024 Q2	$1.68M	Buy	29,144 +2,551	+10%	+$146K	0.01%	731
2024 Q1	$1.58M	Buy	26,593 +5,424	+26%	+$321K	0.01%	609
2023 Q4	$1.3M	Buy	21,169 +3,427	+19%	+$194K	0.01%	626
2023 Q3	$985K	Sell	17,742 -209	-1%	-$12.5K	0.01%	696
2023 Q2	$1.14M	Buy	17,951 +692	+4%	+$44.4K	0.01%	633
2023 Q1	$1.13M	Buy	+17,259	New	+$1.11M	0.01%	622

Other funds holding VGLT

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Avantax Advisory Services's VGLT Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vanguard Long-Term Treasury ETF (VGLT) stake by 18% in Q2 2025, selling an estimated $585K and leaving 47,321 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #671.

Avantax Advisory Services first reported a position in VGLT in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.33M in Q1 2025. 401 funds tracked by Wall St. Rank hold VGLT as of Q2 2025.

Avantax Advisory Services held 47,321 shares of Vanguard Long-Term Treasury ETF worth $2.66M as of Q2 2025.
Avantax Advisory Services sold 10,558 Vanguard Long-Term Treasury ETF shares in Q2 2025, an estimated $585K.
Vanguard Long-Term Treasury ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #671 holding.
Avantax Advisory Services first reported a position in Vanguard Long-Term Treasury ETF in Q1 2023 and has held it in 10 quarters since.
Avantax Advisory Services's Vanguard Long-Term Treasury ETF position peaked at $3.33M in Q1 2025.
401 funds tracked by Wall St. Rank held Vanguard Long-Term Treasury ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.